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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,626 | $110,337+64.6% | $102,383+77.4% | $145,877+24.5% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 24.86% | 24.83%0pp | 24.94%-0.1pp | 551.28%-526.4pp |
| Employer contribution / active EE | $22,051 | $4,216+423.0% | $3,870+469.8% | $4,663+372.9% |
| Participant deferral / active EE | $4,482 | $5,621-20.3% | $5,060-11.4% | $6,691-33.0% |
| Admin fee / account holder | $26,737 | $9,750+174.2% | $8,391+218.6% | $13,402+99.5% |